Tax Services
Corporate Taxation
- » Acquisition and reorganization consulting for buyer or seller
- » Structural review for planning opportunities
- » Distributions planning
- » Liquidation
- » Consolidated return issues
- » Alternative minimum tax
- » Accounting periods and methods
- » Cost recovery
- » Assistance with IRS examinations
- » Tax return preparation
Partnership Taxation
- » Review of partnership agreements
- » Structuring allocations
- » Basis and liability issues
- » Return preparation
International Operations
- » Structuring international operations
- » International reorganizations
- » Planning to avoid Subpart F provisions
- » Foreign tax credit planning
- » Foreign Sales Corporations
State Tax Planning
- » Minimizing Texas Franchise Tax
- » Multi-State planning techniques
- » Nexus issues
- » Return preparation
Individual tax services
- » Deferred compensation arrangements
- » Assistance with IRS examinations
- » Return preparation
Tax Malpractice Claims
- » Experts for either plaintiff or defense
Structured Settlement Consultants
- » Technical advice for tax avoidance
- » Working relationship with technical experts at IRS National Office
- » Planning
- » Tax return preparation
- » Identification of assets to assist with pre- and post-judgment discovery
- » Comparative Net Worth Analysis to evaluate accuracy of tax returns
- » Obtaining IRS transcripts to discover taxpayer history
- » Disputing IRS Claims in Bankruptcy
- » Carrying Back Losses to Create Refunds
- » Reporting to the IRS by Various Types of Entity in Bankruptcy
- » Tax Planning for Insolvent Individuals
- » Preparation of Memorandum Regarding Potential Tax Issues
- » Assisted client in structuring sale of partnership interest which resulted in federal income tax savings of over $135,000 and state tax savings of $88,000.
- » Represented a client in dispute with Internal Revenue Service which resulted in the settlement of an original estimated liability of $2,400,000 for approximately $500,000.
- » Assisted client in identifying favorable withholding tax provisions which resulted in over $40,000 in annual withholding tax savings.
- » Performed Texas Franchise tax reviews of previously filed state income tax returns and identified refund opportunities in excess of $60,000.
- » Assisted client in structuring family limited partnership and implementing gifting strategy which resulted in substantial reduction in projected estate tax liability.
- » Performed analysis of separate and community tax calculations in estate dispute which resulted in reimbursement to community estate of approximately $250,000.
- » Developed alternative operating structure for corporation which resulted in annual state tax savings of more than $150,000.
- » Structured settlements of personal injury claims to minimize allocation of awards to punitive damages which resulted in tax savings of over $250,000.